Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Tag: Evidence-Based Investing
The Payoff of Patience and Discipline
After 15 years of Taking the long view, Matt has seen the small cumulative advantages of evidence-based investing add up to change clients’ lives. Watch this video to learn more:
NPR – Resisting the Temptation to ‘Win’ When Investing
2013 Mutual Fund Landscape from Dimensional
This analysis of the US mutual fund industry performance casts doubt on the ability of investors to form a winning long-term strategy by picking outperforming funds based on past returns. It also raises questions about the effectiveness of investment strategies that attempt to add value by identifying mispriced securities. Click here for the 2013 Mutual Fund Landscape Report from Dimensional.